I have worked in finance both in Brisbane and overseas, and have been providing financial advice since 1999. I've gained a wealth of pertinent experience during my years as an Adviser with the renowned Whittaker Macnaught Group and have been providing personalised financial advice as the Director of Sharpe Financial Solutions since 2013. I've always had an aptitude for numbers and an interest in finance. I understand the important role that both of these things play in helping clients achieve their dreams through the value of having a financial plan. I get great enjoyment from helping people achieve their goals by improving their financial position.
I have always found Geoff to be helpful and reliable when I've required assistance. I always feel listened to and nothing is too much trouble to explain. I've been a client of Geoff's for over 10 years.
Fantastic advisers. Geoff and the team are easy to talk to, supportive and professional. They keep us up-to-date with what's going on with our investments. Nothing is too much trouble. Geoff understands our priorities and keeps us on track.
Geoff has attended to my Financial affairs for 13 years.
It is a difficult taking that first step in selecting someone to advise on financial matters that have taken a work lifetime to acquire.
Trust is the first thought that comes to mind.
Geoff is both Professional and Trustworthy.
I find any changes or proposed changes to my portfolio are advised in an easy and well explained manner.
I happily recommend Sharpe Financial Solutions to anyone.
Joe (74) .... Newstead
Geoff has been advising me for some 16 years, providing extremely useful advice. Geoff and the staff are always polite and will do all they can to assist in a timely manner. I will follow his advice at all times as he has proven that he understands what my requirements are.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Sharpe Financial SolutionsGround Floor, 67 Astor Terrace
Spring Hill, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd